Houlihan Lokey, Inc. (HLI)
Company Info
| ISIN | US4415931009 |
|---|---|
| CUSIP | 441593100 |
| Sector | Financial Services |
| Industry | Capital Markets |
Highlights
| Market Cap | $10.53B |
|---|---|
| EPS (TTM) | $4.51 |
| PE Ratio | 33.58 |
| PEG Ratio | 6.54 |
| Total Revenue (TTM) | $2.01B |
| Gross Profit (TTM) | $666.22M |
| EBITDA (TTM) | $425.39M |
| Year Range | $93.03 - $156.99 |
| Target Price | $151.50 |
| Short % | 1.79% |
| Short Ratio | 3.04 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: HLI vs. TFII.TO, HLI vs. SCHD, HLI vs. VOO, HLI vs. SPY, HLI vs. ^GSPC, HLI vs. JEF, HLI vs. COST, HLI vs. IBKR, HLI vs. BAH
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Houlihan Lokey, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Houlihan Lokey, Inc. had a return of 30.08% year-to-date (YTD) and 43.31% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 30.08% | 17.95% |
| 1 month | 3.01% | 3.13% |
| 6 months | 24.98% | 9.95% |
| 1 year | 43.31% | 24.88% |
| 5 years (annualized) | 29.85% | 13.37% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of HLI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.11% | 7.87% | -0.37% | -0.55% | 6.17% | 0.06% | 11.41% | 4.24% | 30.08% | ||||
| 2023 | 13.66% | -3.40% | -8.07% | 4.45% | -4.45% | 13.31% | 1.57% | 6.05% | 1.69% | -6.16% | 7.72% | 11.32% | 40.67% |
| 2022 | 2.67% | -3.22% | -14.28% | -5.14% | 3.18% | -7.59% | 7.13% | -7.17% | -3.32% | 18.49% | 10.11% | -10.90% | -13.88% |
| 2021 | -3.54% | -1.99% | 5.19% | -0.36% | 13.01% | 9.85% | 8.94% | 1.23% | 2.60% | 21.69% | -3.16% | -4.25% | 57.05% |
| 2020 | 6.10% | -1.22% | 2.36% | 13.93% | 1.85% | -7.52% | -1.51% | 6.93% | 1.34% | 6.18% | 3.32% | 4.31% | 40.61% |
| 2019 | 20.22% | 3.93% | 0.31% | 7.57% | -7.71% | -1.50% | 3.30% | -3.96% | 2.81% | 4.79% | 0.87% | 3.19% | 36.33% |
| 2018 | 5.00% | -2.68% | -3.50% | -0.22% | 9.87% | 5.35% | -4.02% | -3.78% | -4.47% | -8.35% | 3.38% | -13.00% | -17.20% |
| 2017 | -0.06% | 1.25% | 10.10% | -2.64% | 0.69% | 3.96% | 6.53% | -2.49% | 8.54% | 6.39% | 7.23% | 2.23% | 49.30% |
| 2016 | -7.86% | 5.84% | -2.01% | 1.25% | -4.20% | -6.71% | 2.50% | 8.71% | 1.17% | -2.71% | 16.91% | 9.89% | 21.83% |
| 2015 | -1.79% | -0.91% | 0.50% | 11.59% | 7.85% | 17.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of HLI is 93, placing it in the top 7% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Houlihan Lokey, Inc. (HLI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Houlihan Lokey, Inc. granted a 1.45% dividend yield in the last twelve months. The annual payout for that period amounted to $2.24 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.24 | $2.18 | $2.02 | $1.62 | $1.28 | $1.20 | $1.01 | $0.80 | $0.66 | $0.15 |
Dividend yield | 1.45% | 1.82% | 2.32% | 1.56% | 1.90% | 2.46% | 2.74% | 1.76% | 2.12% | 0.57% |
Monthly Dividends
The table displays the monthly dividend distributions for Houlihan Lokey, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.57 | $1.69 | |||
| 2023 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.55 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $2.18 |
| 2022 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $2.02 |
| 2021 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.43 | $1.62 |
| 2020 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $1.28 |
| 2019 | $0.00 | $0.00 | $0.27 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $1.20 |
| 2018 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.27 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $1.01 |
| 2017 | $0.00 | $0.00 | $0.20 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.20 | $0.80 |
| 2016 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.17 | $0.66 |
| 2015 | $0.15 | $0.15 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Houlihan Lokey, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Houlihan Lokey, Inc. was 36.57%, occurring on Jul 14, 2022. Recovery took 350 trading sessions.
The current Houlihan Lokey, Inc. drawdown is 1.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.57% | Jan 13, 2022 | 125 | Jul 14, 2022 | 350 | Dec 4, 2023 | 475 |
| -33.48% | Jul 24, 2018 | 107 | Dec 24, 2018 | 267 | Jan 16, 2020 | 374 |
| -20.34% | Feb 20, 2020 | 25 | Mar 25, 2020 | 7 | Apr 3, 2020 | 32 |
| -17.83% | Jan 4, 2016 | 127 | Jul 5, 2016 | 29 | Aug 15, 2016 | 156 |
| -16.62% | May 19, 2020 | 28 | Jun 26, 2020 | 74 | Oct 12, 2020 | 102 |
Volatility
Volatility Chart
The current Houlihan Lokey, Inc. volatility is 5.77%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Houlihan Lokey, Inc. compared to its peers in the Capital Markets industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for HLI in comparison to other companies of the Capital Markets industry. Currently, HLI has a PE value of 33.6. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for HLI in comparison to other companies of the Capital Markets industry. Currently, HLI has a PEG value of 6.5. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Houlihan Lokey, Inc..
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Income Statement
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